Among active 13F managers last quarter, 3 added and 6 reduced; the largest holder to move was Berkley W R Corp (+29%). No open-market insider trades in the last 180 days.
Funds lean out and no leg opposes.
31 tracked 13F filers disclose a position in IPEX as of the latest SEC 13F filings, a combined $69.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Berkley W R Corp | 981K | $10.2M | ▲+29% Added · +223K sh | Q1 2026 | |
| 2 | Karpus Management, Inc. | 963K | $10.1M | ▼−4.4% Reduced · −44K sh | Q2 2026 | |
| 3 | Linden Advisors LP | 876K | $9.1M | —Held | Q1 2026 | |
| 4 | Westchester Capital Management, LLC | 533K | $5.6M | —Held | Q2 2026 | |
| 5 | Polar Asset Management Partners Inc. | 400K | $4.2M | —Held | Q2 2026 | |
| 6 | AQR Arbitrage LLC | 357K | $3.8M | ▲+0.5% Added · +2K sh | Q2 2026 | |
| 7 | Magnetar Financial LLC | 250K | $2.6M | —Held | Q2 2026 | |
| 8 | Rivernorth Capital Management, LLC | 250K | $2.6M | ▲Added Added · +250K sh | Q2 2026 | |
| 9 | DLD Asset Management, LP | 200K | $2.1M | —Held | Q2 2026 | |
| 10 | D. E. Shaw & Co., Inc. | 200K | $2.1M | —Held | Q1 2026 | |
| 11 | Toronto Dominion Bank | 170K | $1.8M | ▲12× Added · +156K sh | Q1 2026 | |
| 12 | Hudson Bay Capital Management LP | 150K | $1.6M | —Held | Q2 2026 | |
| 13 | Shaolin Capital Management LLC | 134K | $1.4M | ▼−42% Reduced · −97K sh | Q2 2026 | |
| 14 | Whitebox Advisors LLC | 125K | $1.3M | —Held | Q2 2026 | |
| 15 | Tenor Capital Management Co., L.P. | 125K | $1.3M | —Held | Q2 2026 | |
| 16 | Goldman Sachs Group Inc | 122K | $1.3M | ▲~0% Added · +23 sh | Q1 2026 | |
| 17 | Radcliffe Capital Management, L.P. | 112K | $1.2M | ▼~0% Reduced · −15 sh | Q2 2026 | |
| 18 | Crossingbridge Advisors, LLC | 109K | $1.1M | —Held | Q2 2026 | |
| 19 | Centiva Capital, LP | 106K | $1.1M | ▲+5.6% Added · +6K sh | Q2 2026 | |
| 20 | Periscope Capital Inc. | 100K | $1.1M | —Held | Q2 2026 | |
| 21 | Heights Capital Management, Inc | 95K | $999K | ▼−4.9% Reduced · −5K sh | Q2 2026 | |
| 22 | Meteora Capital, LLC | 89K | $939K | ▼−19% Reduced · −22K sh | Q2 2026 | |
| 23 | Clear Street Group Inc. | 66K | $699K | —Held | Q2 2026 | |
| 24 | Two Sigma Investments, LP | 40K | $419K | ▼−85% Reduced · −232K sh | Q1 2026 | |
| 25 | Robinson Capital Management, LLC | 22K | $236K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds added to an existing position in IPEX, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Republic Digital Acquis-CL ARDAG | 21 funds | $138.2M |
| Apex Treasury Corp-CL AAPXT | 21 funds | $130.2M |
| Eqv Ventures Acquisition C-AEVAC | 20 funds | $170.9M |
| K&F Growth Acquisition Cor-AKFII | 20 funds | $167.7M |
| Titan Acquisition Corp-CL ATACH | 20 funds | $166.4M |
| Soulpower Acquisition Co-ASOUL | 20 funds | $139.3M |
| Launch Two Acquisition- CL ALPBB | 20 funds | $122.9M |
| Thayer Ventures Acquis CL ATVAI | 20 funds | $111.2M |
| Lightwave Acquisition Corp-ALWAC | 20 funds | $102.9M |
| CSLM Digital Asset Acqu - AKOYN | 20 funds | $88.8M |
| Solarius Capital Acquis-CL ASOCA | 20 funds | $85.0M |
| Xsolla Spac 1-CL AXSLL | 20 funds | $84.4M |
Ranked by how many of IPEX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IPEX.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 7 | 6 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| IPEXthis pageORD SHS CL A | 31 funds | $69.5M |
| IPEXRSPACS | 21 funds | $5.2M |
| IPEXUUNIT 01/23/2030 | 1 funds | $20K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for IPEX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IPEX/capital-change-brief"
Use Arkolith's capital_change_brief for IPEX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IPEX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.